Position in TW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$167,939,948
-$32,538,329 QoQ
Shares Held
1,685,129
-1.1% QoQ
Ownership
0.720%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#14
of 560 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $16,538,629,974 across 78 Capital Markets names. TW ranks #14 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,030,974 | $7,110,916,164 | |
| 2 | SCHW |
Schwab Charles Corp
|
22,793,553 | $2,103,161,122 | |
| 3 | MS |
Morgan Stanley
|
6,085,858 | $1,272,187,752 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
10,105,436 | $1,013,373,115 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
8,315,961 | $520,828,628 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
5,146,242 | $447,928,898 | |
| 7 | HUT |
Hut 8 Corp.
|
3,320,981 | $383,390,646 | |
| 8 | IREN |
IREN Ltd
|
7,257,285 | $331,875,639 |
All Filings in TW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,939,948 | 1,685,129 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $200,478,277 | 1,703,878 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $184,260,964 | 1,713,418 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $179,467,972 | 1,617,120 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $293,482,949 | 2,004,665 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $286,726,136 | 1,931,336 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $260,702,950 | 1,991,315 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $216,425,708 | 1,750,026 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $206,158,340 | 1,944,890 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $202,594,601 | 1,944,846 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $151,436,154 | 1,666,331 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $104,411,331 | 1,301,887 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $71,446,547 | 1,043,320 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $87,501,921 | 1,107,339 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $70,077,709 | 1,079,281 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $26,521,909 | 470,080 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $18,706,433 | 274,087 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $12,634,386 | 143,785 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $16,375,590 | 163,527 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $13,495,426 | 167,064 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $11,917,799 | 140,939 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $4,351,570 | 58,805 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $12,268,862 | 196,459 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,695,876 | 63,722 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $16,932,226 | 291,232 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,149,372 | 27,340 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||